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‘A Robot For Every Person ’ ™

Why your employees are the key to unlocking your full automation potential
Contents
03 Bottom-up innovation is the key to digital transformation

04 A fully automated enterpriseTM is a digitally transformed enterprise

05 Provide a robot for every person

07 Democratize innovation from the ground up

08 Enable strong governance

09 3 steps to involve employees in automation initiatives

10 Accelerate returns with an automation flywheel

11 A robot for every person means value for the whole company

12 5 steps to get started

13 Customer spotlight: elevating human potential with innovation

UIPATH . CO M | A R O B OT FO R EVERY P ERS O N T M 2


Bottom-up innovation is the
key to digital transformation
People are the most powerful asset a company has.
Employees are critical to business success today and growth
tomorrow, yet they are often stuck working on mundane
“We believe democratization of automation
and repetitive tasks—taking time away from valuable work. is at the forefront of any successful digital
transformation strategy”
When digital transformation initiatives emerged decades
—Param Kahlon, Chief Product Officer, UiPath
ago, the objective was clear: help companies modernize
operations and improve processes. Such initiatives were
top-down exercises focused on systems and workflows.
The challenges of classic digital transformation have led us to a
Yet, top-down mandates had a fundamental flaw. As new approach: innovation from the bottom up. This is innovation
companies invested in new technologies, complexity driven by people who see the problems close up, every day—and
increased. Disjointed systems resulted in new work a simple platform that puts easy-to-use tools directly into the
for employees. Workers across the business identified hands of people who can make an immediate impact.
workarounds, handled exceptions, and developed
customizations to fill technology gaps. This paper explains how companies can finally see the benefits of
digital transformation by empowering every employee to benefit
Any incremental benefits were quickly offset by from automation. It outlines how employees can (and should!)
skyrocketing complexity. Research by McKinsey & Company engage with robots, demonstrates how the UiPath Platform
finds that just 16% of C-suite decision makers say their supports enterprise automation, and shares steps you can take
company’s digital transformation efforts have succeeded. to get started today.

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A fully automated enterprise is a
digitally transformed enterprise
In a few short years, software robots in the enterprise have In other words, automation helps companies digitally
gone from a novel idea to one that most leading companies transform—and those that embrace automation across the
consider essential to their ongoing success. organization at scale and include employees in the effort
see results faster.
Robotic process automation (RPA) enables companies to
automate routine tasks using software robots that emulate Such an organization is called a fully automated
humans, so employees spend less time on manual work and enterpriseTM. This is a company that is more efficient, more
more time on activities that leverage their valuable—and resilient, and outperforms its peers. At such a company,
uniquely human—skills. The result? Greater job satisfaction for both customers and employees are more satisfied.
workers, and significant business impact for the organization.
While a traditional enterprise takes a top-down approach
According to recent IDC research, 4 out of every 5 executives to automation, a fully automated enterprise involves
indicate that the primary benefits of RPA include: everyone in the organization in its automation efforts.
Fewer errors or mistakes—reducing time rework
n

Faster speed of response and process flexibility


n Gartner predicts that 90% of large organizations
globally will adopt robotic process automation in
 bility for employees to make better and more
A
n
some form by 2022.
consistent decisions

The fully automated enterprise

Assigns automatable Provides a robot Democratizes Unleashes AI across


work to robots for every person development every facet of work
Robots do the mundane Robot assistants augment and Workers can automate simple Deploy AI to build smarter
and repeatable work empower human workers tasks with low-code apps robots and spot every
automation opportunity

There are two ways employees get involved. First, a fully automated enterprise provides every employee with a robot assistant.
Second, a fully automated enterprise drives bottom-up innovation by making it easy for employees to build their own automations.

UIPATH . CO M | A R O B OT FO R EVERY P ERS O N T M 4


Provide a robot for every person
Employees are eager to work with robots: 71% report feeling By providing automation access to everyone in the
optimistic about the impact of automation on their daily organization, fully automated enterprises infuse automation
work, according to a recent IDC report. deep into daily operations. They empower everyone to
benefit from automation.
With a robot for every person, employees get more done
and shift their focus to higher-value work. Workers can What’s more: once employees become familiar with robots,
collaborate with robots in multiple ways: they begin to identify new opportunities for automation.
Delegate repetitive tasks to robots
n
Empowering each employee with tools to suggest new
automations will build a pipeline of valuable ideas, sourced
Communicate and interact with robots
n
directly from subject-matter experts (SMEs).
 ork side by side with robots without disruption
W
n

to their own work


Interact with applications that are powered by robots
n

The IDC report “A Robot for Every Worker: Are We Ready for a People-First Automation Mindset?” discusses
the importance of a people-first approach to automation. Unveil success stories and insights from eight global
enterprises that are implementing a people-first automation mindset today. Get your free copy

Robots help employees with everyday tasks, from the simple to complex

Highest-value
work varies by
the employee’s
industry and Research Manage data
function Planning personal tasks, personal tasks,
tasks to get the day department tasks, department tasks,
started quickly company tasks company tasks

LOWER VALUE HIGHER VALUE

Personal productivity Take action


tasks to get organized personal tasks,
and help with individual department tasks,
productivity company tasks

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How does a fully automated enterprise do it?

1. It enables employees to run automations on desktop, web, or mobile:

With UiPath Assistant, employees get a personal


UiPath Apps makes it easy for employees to use web
robot on their desktops and can instantly access,
applications powered by robots on desktop or mobile.
manage, and run automations. Employees don’t need
Apps connects existing applications and processes.
to learn any special software to work with robots.

Janet’s robot assistant Bob’s robot assistant helps Gemma is a contact center John can easily submit
helps her start her day him automatically redact agent. When she receives a time-off requests thanks to
every morning by opening sensitive content found in customer call, a robot opens Apps. A robot sets up an out-
and configuring all relevant PDF documents. The robot a window with customer of-office message, creates
applications. This saves her makes sure Bob complies verification details. Then, it a PTO request in Workday,
10 minutes each day—or a with all data privacy laws—no presents relevant customer and aggregates a list of all
full week each year! 3rd party software required. data via an interactive Apps upcoming meetings so John
Discover the ‘Start my day’ Discover the ‘PDF Redactor’ dashboard. This helps Gemma can easily select those he
automation on Marketplace automation on Marketplace quickly resolve the customer’s would like to cancel during
issue and provide a better his vacation.
customer experience. Watch this automation
Watch this automation in action
in action

2. It provides tools for employees to suggest new automation ideas:


To scale automation
UiPath Automation Hub lets companies crowdsource automation ideas from
company-wide, every
employees with a simple submission process, intuitive visualization, and analytics.
employee should have
access to robots.
UiPath Task Capture empowers employees to record the steps of a process they
would like to automate and instantly create documentation.

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Democratize innovation from the ground up
As employees begin to work with robots and submit new
ideas, some will take the extra step to build their own
automations. A fully automated enterprise provides low-
code tools to enable employees to quickly bring their "There was a day when everyone had to
automation ideas to life. learn Microsoft Office, but now it's just
normal. At Elisa, we plan to make UiPath
By enabling workers to create their own automations— StudioX the new normal and empower
either for themselves or for teammates – companies
more than 2,000 employees to drive
generate a high volume of new automations that can
benefit the whole organization.
big productivity increases. We see no
limitations on who can use StudioX, from
production, to customer service, and
How does a fully automated even our retail store fronts."
enterprise do it? —Anssi Talarmo, Head of RPA, Elisa

1. It makes it easy for workers to create their


own automations.
With UiPath StudioX, every worker with basic tech skills
can build his or her own automations. StudioX offers drag &
drop capabilities to automate hundreds of tasks that touch
applications workers use in daily work—including Microsoft
Office, Google Workplace, or web pages.

2. It enables employees to enhance self-created


automations with engaging user experience.
With UiPath Apps, employees can seamlessly add rich, user-
friendly interfaces to their automations to integrate data
from multiple systems—across different platforms including
Windows, Mac, Linux, Chromebook, and mobile devices.

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Enable strong
governance
Companies must ensure all employee-built automations
comply with and adhere to all rules and policies.
To manage risk and ensure enterprise compliance,
organizations must set up proper governance protocols
for the automation program prior to program launch.

How does a fully automated enterprise do it?


UiPath provides comprehensive enterprise controls,
enabling governance teams with tools to:
n alidate and share employee-led automations
V
in UiPath Automation Hub
n ssign automations to every employee’s UiPath
A
Assistant according to department and team
permissions, as well as set up licensing models
and monitor usage in UiPath Orchestrator.
n entrally manage how automations are created
C
in UiPath Studio and StudioX.
n rain employees through a comprehensive
T
training curriculum

To manage risk and ensure enterprise compliance,


organizations must set up proper governance protocols
for the automation program prior to program launch.

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Three steps to involve employees
in automation initiatives
To provide a robot to every employee and democratize innovation, companies must take three steps:

Consume
Provide a robot for Create Control
every employee Democratize development by providing tools Enable strong
and make it easy for to employees to create their own automations governance
workers to suggest
new automation ideas

Automation Users Citizen Developers (Self Users & Power Users) RPA Developers RPA Center of
Excellence (CoE)
They use Assistant They are workers who have basic tech skills to RPA developers are
and Apps to engage automate every-day tasks. “Self-users” develop skilled programmers It is an internal, self-
with robots or robot- automations for themselves while “power users” who use Studio and sustaining RPA expertise
powered applications. are confident enough in their abilities to build Studio Pro to create and team that centrally
They do not actually automations for their teams. Citizen developers use test automations that manages automations
create automations, but StudioX to automate hundreds of tasks with no-code are then distributed created and used across the
they may suggest ideas simplicity and drag & drop capabilities. In some across the company. enterprise. CoE members
for improving existing cases, tech-savvy “power users” use Studio to build Creating automations is use Automation Hub,
automations or creating more advanced automations. their full-time job, and Orchestrator, and Insights
new ones. they are typically part of to create, share, and govern
a company’s RPA Center automations, as well as to
of Excellence (CoE). measure success. The CoE is
responsible for ensuring that
automations and all related
processes adhere to all
corporate and IT standards.

Empower everyone to benefit from automation

A bottom-up approach to digital transformation means Companies that embrace a robot for every person ensure
that companies must think not just about technologies and that everyone is involved in automation—from leaders to
processes, but also—more importantly—about the people individual employees. Employees will consume and interact
who use that technology and why they use it. with automation differently.

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Accelerate returns with an automation flywheel
By providing a robot for every employee and democratizing Giving people the right tools to submit ideas and build
automation development, an organization unlocks a flywheel their own automations—with appropriate governance
of innovation for individuals, teams, and the organization. in place—supercharges the automation flywheel.

Steps 1-2: The flywheel begins with the CoE, which builds, Steps 5-6: After the CoE validates and approves
tests, and distributes automations to employees. employee-submitted automations, they distribute these
across the organization or to specific departments. As
Step 3: Employees use these automations as they go about more people use robots more frequently, they will see
their work. Robot assistants or robot-powered applications more and more opportunities for new automations—thus
help them with day-to-day tasks. accelerating the flywheel.

Step 4a: As employees see benefits in day-to-day work, they The automation flywheel massively scales the benefits
start to identify ideas for new automations. They submit these of automation to the whole organization.
ideas to the CoE, which in turn builds new automations and What’s more: Artificial intelligence unlocks additional
distributes them to the workforce. automation use cases, pre-built integrations enable faster
development cycles, and insights capabilities help the
Step 4b: Then a breakthrough moment occurs. Some CoE optimize automations.
employees—citizen developers—start to express interest in
building their own automations. Tech-savvy employees will The result is ever-increasing productivity, greater cost
build automations faster without involvement from the CoE. efficiency, and an enhanced experience for customers
and employees.

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A robot for every person means
value for the whole company
IDC research found that 80% of decision-makers who have Improve operational efficiency: A robot for every person
adopted RPA provide workers with access to tools that puts the delivery vehicle of digital transformation on
enable them to automate their work. In other words: leaders every desktop, improving operational efficiency, providing
today recognize the importance of involving employees in high level of project quality, and building agility into the
automation initiatives. organization at every level that helps companies successfully
navigate times of uncertainty.
Companies that embrace a robot for every person will:
Improve employee and customer satisfaction: Giving
Unlock cost savings and efficiency at scale: Studies employees time back for more creative and valuable work
conducted by UiPath indicate that just a few automations can helps them achieve better work-life balance and higher job
save employees nearly 20 to 25 minutes per day. That adds up satisfaction. As a result, organization can better attract and
to one working day each month, or nearly 85 hours each year. retain top talent. Moreover, employees in customer-facing
For a company with 15,000 employees, this results in savings roles have more time to deliver better and more personalized
of nearly 1.3 million hours per years. This creates capacity for experiences for customers.
the organization in previously unheard-of ways and allows to
shift employees to more strategic tasks.

A Robot For Every Person Delivers Company-Wide Value

Cost saving and efficiency Quality Satisfaction

Faster project delivery Faster response to compliance Increased employee


(save avg. 20 extra min/day) and accuracy issues satisfaction

New opportunities: shift Reduce human errors and Retain employees and
employees to strategic tasks monitor project deliverables increase proficiency level

30% cost saving from reduced labor 30-40% improvement Increased customer
costs and increased productivity in operational efficiency satisfaction

Employee Department Organization

UIPATH . CO M | A R O B OT FO R EVERY P ERS O N T M 11


5 steps to get started
Every organization has its own unique culture, processes,
and needs. Implementing a robot for every person and
democratizing innovation requires careful input and planning
that fits into each company’s strategy, so specifics will vary.

Based on experiences with companies across the globe,


UiPath recommends companies follow five essential
steps for implementation.

1. Define personas and map a high-level journey


for each. Companies begin by identifying which employees
will be involved as automation users or citizen developers
and map out desired experiences for each.

2. Identify tollgates for each persona. Then, companies


set up control points for each persona to ensure compliance
with the governance model. For example, if a citizen developer
has not completed relevant training, they would not be able to
get a license to build automations.

3. Transform the high-level journey into a detailed


path to production’ process. Once the control points
are established and applied for each persona, the next
step is to deep-dive into the ‘path to production’ (steps to
execute the automation program) and specify details about
roles and responsibilities.

4. Develop operational processes. In this step, it is


important to define how to deploy the technology, manage
An Automation Operating Model (AOM)
licenses, distribute training, and manage support resources.
illustrates how an organization will execute and
scale its automation program with appropriate
5. Configure new and existing supporting governance standards in place. It defines
technologies to align with the program needs. The final personas, ownership, governance protocols,
step involves leveraging additional platforms and systems to and enables successful program execution.
successfully support product needs with the minimized level
of manual activities.

UIPATH . CO M | A R O B OT FO R EVERY P ERS O N T M 12


CUSTOMER SPOTLIGHT

Elevating human potential with innovation


How dentsu is investing in its people by embracing bottom-up automation

Making a robot for every person a reality


Dentsu is a global digital marketing communications
company headquartered in London and operating in As one of the early members of the team, Kate Hall,
145 countries with around 45,000 employees. Automation Solution Architect, quickly became an expert on
UiPath Platform including StudioX—the low/no code solution
that enables and empowers business users to create their
Dentsu’s automation journey began in January of 2018 own attended automations. Armed with this knowledge, she
with the creation of its Automation Center of Excellence now leads the dentsu CAP program. In February 2020, dentsu
(COE) on a mission to “elevate human potential” by piloted CAP with its Media Finance unit. Team members used
weaving artificial intelligence (AI) into every business StudioX to build an automation for a process that required
process across the company, globally. them to download and combine information from different
systems into a formatted Microsoft Excel report. This process
Max Cheprasov, dentsu’s Chief Automation Officer said, took each team member one business day to complete; the
“The ultimate goal is to arm all of our employees with a attended robot they built completes it in just 10 minutes.
virtual assistant. There isn’t a team or process that can’t
benefit from AI and RPA.” In partnership with UiPath, dentsu continued to roll out its
program across the organization. UiPath Academy self-study
In an early example, in an initiative led by Brian Klochkoff, courses were made available to cohorts of citizen developers.
Director of Automation Solutions, the CoE built and Dentsu also hosted two-day hackathons, led by UiPath
deployed an army of 60 robots in just 30 days to complete coaches, to help participants get their first automations
a large-scale data extraction and migration project, saving off the ground.
more than 125,000 hours.
In one hackathon for the Media Operations team, employees
As dentsu employees became familiar with automation, built automations that are expected to save the team 850+
they began to reach out to the CoE with suggestions for hours of manual effort each year, and more than 70 new
new automations. The CoE wanted to act on each new ideas are in the pipeline.
idea but needed to prioritize automations that would
drive enterprise-wide benefits. Employee-submitted
ideas represented a “long-tail” opportunity that—if
executed—would achieve massive cumulative time “Introducing citizen-led automation allows
savings. To unlock this potential without making the CoE us to tackle the automation pipeline from
a bottleneck, dentsu established their Citizen Automaton both the top-down and the bottom-
Program (CAP) that enabled and empowered employees
up. This helps us spread even more
to automate their daily challenges independently.
awareness of automation as more people
The company views this ongoing strategy as an can actually get the tools in their hands
investment in their people. Their goal is to not only and start automating”
remove the drudgery from employees’ daily work, but
—Kate Hall, Automation Solutions Architect, dentsu
also upskill workers to elevate everyone’s potential
within the organization.

UIPATH . CO M | A R O B OT FO R EVERY P ERS O N T M 13


excited—that robots could do tedious tasks on their behalf, so
they could instead focus on strategic, creative work they are
“My automation is only a quick time saver, uniquely skilled to do.
but this task is going to help tremendously
Dentsu has an internal Automation Connective with more
with keeping our entire campaign process
than 500 members around the world. Members in this
on track and providing more time to focus community ask questions, collaborate with other participants,
on creative work” and share their own automations. Dentsu continues to focus
—dentsu employee, CAP hackathon on upskilling citizen developers on a quarterly basis and is
expanding the CAP community across the enterprise. Citizen
developed attended automations are now estimated to have
saved dentsu over 3,000 hours of manual effort just over the
course of two-day hackathons.
Popular citizen-led automations included preparing and
manipulating Microsoft Excel reports, exporting and filing A long-term vision that drives enterprise-wide results
invoices, timesheet reporting and email reminders, as well Dentsu’s mission is to elevate human potential by integrating
as downloading, transforming and uploading data across RPA and AI into every business process. By empowering
systems. Employees also uncovered new automation employees with tools that help them benefit from automation,
opportunities to drive quality assurance and on-time the company expects to achieve:
project delivery.
 appier employees who report improvements in
H
n

In one use case, the automation creates Microsoft work-life balance


Outlook reminders based on a Microsoft Excel campaign I mproved business results and new forms of value
n

production chart. Now that this highly manual task has recognized by clients as superior to rivals
been automated, employees have more time to focus on Higher customer satisfaction
n

campaign content and strategic client interactions, and all


parties involved are aware of milestones so they can stay Improved business continuity
n

on track and deliver campaigns on time. Better compliance and central governance
n

As employees generate new ideas and build automations, Lessons learned


the CoE centrally manages the program with complete
oversight and transparency. Citizen-led automations are Interested in kick-starting your own a robot for every
stored in a corporate Orchestrator and new ideas are person program? Below are three tips from the dentsu
tracked in Automation Hub, making it easy to keep track of automation team:
program progress.  repare a long-term plan for an automation operating
P
n

model so you can centrally govern the program and track


Getting employees excited all incoming ideas and citizen-led automations

Dentsu employees who participated in the CAP pilot Identify sponsors to drive awareness and demand
n

saw automation as a way to improve daily productivity J ust get going. You will learn and hone your approach
n

and accelerate career growth. They were inspired—and as you roll out your program.

Make a robot for every person a reality in your company


Learn more about a Start your conversation
robot for every person
UIPATH . CO M | A R O B OT FO R EVERY P ERS O N TM
with our RPA experts 14

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